Last Will and Testament

Plan for when it is too late.

There are 2 definitions of an Estate: an extensive area of land in the country, usually with a large house, owned by one person, family, or organization.all the money and property owned by a particular person, especially at death. We need to talk about the second definition. Death is such an uncomfortable subject. Most don’t… Continue reading Plan for when it is too late.

Financial Planning Jargon

Why a Financial Needs Analysis (FNA)?

A proper Financial Needs Analysis records a client’s goals and needs at a specific time, and provides a point of reference when the annual review of the client’s portfolio takes place. There is a skill involved in asking the right questions and understanding the client’s wishes and circumstances.